Posts
Sp500 biggest 100 years of structural changes
A lot of people treat the S&P 500 like it is a passive, mathematical law of nature. It isn't. It is an actively managed, rules-based product run by a committee, and they change the rules whenever the market threatens to break their methodology. Right now in mid-2026, they are quietly …
Spacex, OpenAI, and Anthropic IPOs are investment opportunities and don’t let anyone tell you otherwise
We’ve seen it happen before, Reddit tells you not to buy sometbing because it’s a scam. Not to buy TSLA, NVDA, BTC, MU, etc etc I’m going to be selling my crap investments (VTI/VXUS) and going big on one of the greatest investment opportunities of our time, after missing so …
$KLAR: Buy Now, Get Paid Later
$KLAR trades at $16.77, more than 58% below its IPO price. Q1 2026: • Revenue +44% to $1.01B • US revenue +68% • GMV +33% to $33.7B • Adjusted operating profit $68M vs $3M last year • Operating income improved from -$90M to +$17M • Active consumers +21% to 119M …
Past a certain savings threshold, there's no need to keep your emergency fund / home savings out of the stock market
Contentious statement I know but hear me out. Say you want to maintain a $20,000 emergency fund and a $100,000 reserve for a down payment on a home in a year or two. The conventional advice is to put this in a high yield savings account or some similar financial …
BYD, am I right in thinking there’s potential here?
TLDR: BYD is doing a lot of the right things, they are a sleeper stock and should be greatly considered. Count how many BYD cars you see today. BYD: A Long-Term Investment Thesis Introduction I’ve spent a lot of time thinking about BYD. When I look at the automotive industry, …
Got rollover money coming but hesitant of ATHs
So I have a roll over check coming at the end of June for 66k. I’m 41, have 520k in retirement accounts right now. I’m a little hesitant to invest the 66k in like SPY/QQQ/VOO when markets are at ATH’s. Just looking to see what everyone’s thoughts are on the …
Sp500 without non profitable junk?
It appears SP is re-evaluating it's rules for profitability requirements for companies valued at the top 100. I would rather invest in a fund that maintains the requirement. The requirement incentivizes companies to become profitable. Will we get an alternative fund that maintains the 4 quarters of profit requirement
Should I invest in Bitcoin directly or in a Bitcoin ETF?
I buy 75$ worth of bitcoin every week. I just learned you can buy bitcoin in a traditional ira and get the tax benefit. There is a 1% fee every buy/sell for owning vs no fee but not directly owning the bitcoin. What makes the most sense if I plan …
Interesting How AI Investing Is Slowly Turning Into An Infrastructure Trade
The more I look at these mega private-company valuations, the less this feels like a traditional tech cycle. It increasingly looks like an infrastructure race. SpaceX is satellites, launch systems and communications infrastructure. OpenAI is compute infrastructure and enterprise AI layers. Anthropic is enterprise workflow automation and AI agents. Databricks …
This tech giant is making $2 billion a month, but it might be a trap
The biggest AI company in the world is growing at a crazy speed. It is making money four times faster than early Google or Meta. But behind the huge numbers, there is a massive problem. The cost to run this business is getting out of hand. They just closed a …